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Name Holding Trade Value Shares
Change
Change in
Stake
PCP
1026
Perbak Capital Partners
United Kingdom
$374K +$390K +1,824 New
OWA
1027
Outlook Wealth Advisors
Texas
$371K -$79.2K -371 -17%
AA
1028
Alta Advisers
United Kingdom
$371K – – –
GI
1029
GAMCO Investors
Connecticut
$370K -$214K -1,000 -36%
TNAM
1030
Terra Nova Asset Management
New York
$369K -$118K -551 -23%
Dodge & Cox
1031
Dodge & Cox
California
$369K -$42.7K -200 -10%
BOH
1032
Bank of Hawaii
Hawaii
$369K – – –
KWM
1033
Kaydan Wealth Management
Michigan
$369K +$384K +1,800 New
EC
1034
EntryPoint Capital
New York
$369K +$185K +866 +93%
DWM
1035
Drive Wealth Management
Utah
$368K -$1.28K -6 -0.3%
TPBG
1036
Turning Point Benefit Group
Maryland
$366K +$45.3K +212 +13%
PNAA
1037
Pictet North America Advisors
Switzerland
$365K – – –
DF
1038
Define Financial
California
$365K +$641 +3 +0.2%
CT
1039
Caldwell Trust
Florida
$363K -$57K -267 -13%
SAM
1040
Strategy Asset Managers
California
$363K -$11.7K -55 -3%
IBOK
1041
Independence Bank of Kentucky
Kentucky
$360K -$24.6K -115 -6%
AWA
1042
Arete Wealth Advisors
Illinois
$358K +$36.7K +172 +11%
ICP
1043
Impact Capital Partners
Colorado
$356K +$10.5K +49 +3%
WHCI
1044
W.H. Cornerstone Investments
Massachusetts
$355K +$641 +3 +0.2%
CPIG
1045
Chicago Partners Investment Group
Illinois
$355K -$83.3K -390 -17%
OWA
1046
Octavia Wealth Advisors
Ohio
$353K +$367K +1,720 New
FCFC
1047
First Commonwealth Financial Corp
Pennsylvania
$352K +$116K +545 +47%
EWA
1048
EverSource Wealth Advisors
Alabama
$351K -$94.2K -441 -20%
FM
1049
Family Management
New York
$351K – – –
PSP
1050
Principal Street Partners
Tennessee
$350K -$314K -1,469 -46%